Our Commitment to Clients
We are a fee-only investment advisor. We do not accept commissioned-based
When providing investment advice to our clients we adhere to a fiduciary
standard so that our recommendations are guided only by what we believe is in
our client’s best interest.
Recommendations provided by us are tailored to each client’s individual
circumstances, objectives, and needs.
Our advice is based primarily on academic research, rather than personal
We do our best to make sure our advice is based on a thorough analysis of
accurate and complete information.
We invest our personal assets based on the same set of investment principles,
and in the same or comparable securities, that we recommend to our clients.
We strive to provide our clients with a high level of personal attention and do our
best to be readily available to them.
When making recommendations we consider the impact our advice will have on
our client’s financial, tax, and estate-planning objectives.
We strive to always put our client’s interests ahead of our own and to fully
disclose any potential conflicts between our interests and those of our clients, in the event one should arise.